Rise Advisors’s Booz Allen Hamilton BAH Stock Holding History

Rise Advisors’s Portfolio BAH Stock Details BAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12	Closed	-$1.38K	–	647
2023 Q2	$1.37K	Hold	12	–	–	﹤0.01%	552
2023 Q1	$1.13K	Hold	12	–	–	﹤0.01%	643
2022 Q4	$1.27K	Hold	12	–	–	﹤0.01%	627
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	599
2022 Q2	$1K	Buy	+12	New	+$1.02K	﹤0.01%	607

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's BAH Position: Q3 2023 in Review

Rise Advisors sold out of Booz Allen Hamilton (BAH) in Q3 2023, closing a stake of 12 shares — an estimated $1.38K sold.

Rise Advisors first reported a position in BAH in Q2 2022 and held it in 5 quarters. The position peaked at $1.37K in Q2 2023. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

Rise Advisors reported no remaining Booz Allen Hamilton position as of Q3 2023 after selling out during the quarter.
Rise Advisors sold 12 Booz Allen Hamilton shares in Q3 2023, an estimated $1.38K.
Rise Advisors first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 5 quarters.
Rise Advisors's Booz Allen Hamilton position peaked at $1.37K in Q2 2023.
630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.